Salesforce Configuration
Head to Salesforce Setup.
Type web-to-lead in the Quick Find box on the left.
Under Feature Settings > Marketing, click on Web-to-Lead.
Configuring Your Web-to-Lead Form
Once the Web-to-Lead Setup page opens, follow these steps:
Review General Settings:
Ensure Web-to-Lead is enabled.
Choose a Default Lead Creator – this user will own new lead records.
Create Your Web-to-Lead Form:
Click Create Web-to-Lead Form.
Select Fields: Choose all standard and custom fields you want to capture via the form.
Define Return URL: Specify the page users will see after submitting the form.
Click Generate.
Copy HTML Code: A box will display the HTML code. Copy this code to a convenient location; you'll need it when building your SalesWings popup.
Customizing Your Form Code
Feel free to modify the provided code to match your specific style or requirements. However, it's crucial to remember these two points:
Do not alter the
<form>tag or its attributes.Do not remove or change any
<input>tags.
You'll notice some fields are hidden (type="hidden"). These fields are essential for the form to submit correctly, even though they're not visible on the page. Leave them untouched to ensure proper functionality.
Auto-Associate Leads with a Campaign
While not directly configurable during Web-to-Lead Form creation, you can automatically associate new leads with a Salesforce campaign.
To do this:
Create a new campaign in Salesforce.
Note its Campaign ID and the desired Campaign Member Status (e.g., "Responded") for new leads.
Add the following two hidden fields to your form's HTML code: HTML
<input type="hidden" name="Campaign_ID" value="%campaign Id%" /> <input type="hidden" name="member_status" value="%campaign member status. e.g. Responded%" />
Replace
%campaign Id%and%campaign member status. e.g. Responded%With your actual values.
For more details, refer to the Salesforce article: Associate a Web-To-Lead to a Campaign.
Passing Hidden Parameters
You can predefine and pass hidden parameters with your form submissions. For detailed instructions on how to implement this, refer to the Salesforce article: Pass hidden parameters in Web to Case and Web to Lead.
Configuring Your SalesWings Popup
For more information on the Saleswings Interactions Engagement Popup, Click here
Navigate to Settings > Falcon.
Expand the Engagement Popups section.
Click Add a new popup.
Assign a name and description for your popup, then click Save. For more details on the Engagement Popup tab.
Now, click the Build button.
Style the popup to match your brand.
Add an HTML block and paste the code generated by Salesforce into it, customizing as needed.
Here is an example of the end result: (Yours will differ depending on the form you created)
Verifying Your New Engagement Popup
It's crucial to test your popup to ensure seamless functionality. Follow these steps:
Initiate a test by clicking the Preview button.
Complete the form fields as a user would, then click Submit.
Post-submission, check for:
The designated return page appears inside the pop-up (if you set one up).
The successful creation of a new Lead record, automatically lnked to your chosen campaign.
Have any questions or concerns? Feel free to reach out to your Customer Success Manager!